Columbus Circle Investors 13F Holdings · last filed Q4 2020
Columbus Circle Investors reported 126 securities worth $2.28B in its SEC 13F filing for Q4 2020 (period ended 2020-12-31). Top holdings: ZEN (3.05%), SIVB (2.87%), NUAN (2.71%). Among its top 25 positions this quarter: 3 new, 2 added, 20 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ZEN | ZENDESK INC | $69.6M | 3.05% | 486,256 | Trimmed |
| 2 | SIVB | SVB FINANCIAL GROUP | $65.5M | 2.87% | 168,974 | Trimmed |
| 3 | NUAN | NUANCE COMMUNICATIONS INC | $61.8M | 2.71% | 1.4M | Trimmed |
| 4 | HZNP | HORIZON THERAPEUTICS PUB L | $58.3M | 2.56% | 797,244 | Trimmed |
| 5 | INSP | INSPIRE MED SYS INC | $53.1M | 2.33% | 282,439 | Trimmed |
| 6 | VC | VISTEON CORP | $52.1M | 2.28% | 415,071 | Trimmed |
| 7 | PODD | INSULET CORP | $47.1M | 2.06% | 184,286 | Trimmed |
| 8 | PLAN | ANAPLAN INC | $45.4M | 1.99% | 631,685 | Added |
| 9 | AMBA | AMBARELLA INC | $43.9M | 1.92% | 478,388 | New |
| 10 | DECK | DECKERS OUTDOOR CORP | $43.4M | 1.90% | 151,367 | Trimmed |
| 11 | LFUS | LITTELFUSE INC | $43.0M | 1.88% | 168,681 | Trimmed |
| 12 | FND | FLOOR & DECOR HLDGS INC | $42.6M | 1.87% | 459,265 | Trimmed |
| 13 | SNAP | SNAP INC | $39.1M | 1.71% | 780,023 | Trimmed |
| 14 | WOLF | CREE INC | $38.9M | 1.70% | 367,355 | Trimmed |
| 15 | RNG | RINGCENTRAL INC | $37.7M | 1.65% | 99,397 | Added |
| 16 | OMF | ONEMAIN HLDGS INC | $36.3M | 1.59% | 753,001 | Trimmed |
| 17 | BHVN1 | BIOHAVEN PHARMACTL HLDG CO L | $35.0M | 1.53% | 407,813 | Trimmed |
| 18 | ENPH | ENPHASE ENERGY INC | $34.8M | 1.53% | 198,557 | Trimmed |
| 19 | GTLS | CHART INDS INC | $33.8M | 1.48% | 287,302 | New |
| 20 | TKR | TIMKEN CO | $33.1M | 1.45% | 427,932 | Trimmed |
| 21 | NOW | SERVICENOW INC | $32.5M | 1.42% | 59,081 | Trimmed |
| 22 | TNDM | TANDEM DIABETES CARE INC | $29.8M | 1.30% | 311,279 | Trimmed |
| 23 | EXAS | EXACT SCIENCES CORP | $28.3M | 1.24% | 213,280 | New |
| 24 | NTRA | NATERA INC | $28.4M | 1.24% | 285,119 | Trimmed |
| 25 | PLUG | PLUG POWER INC | $27.5M | 1.21% | 811,028 | Trimmed |
Source: SEC Form 13F filings · as of 2020-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR